林幽沃:美元再获加息预期续命
关键词:美元,美联储,加息
美联储在昨夜公布8月会议纪要的声明,本次声明小幅推高9月加息概率,在公布前9月加息概率在93.6%,在公布后加息概率小幅升高至94%。在本轮加息周期中,当市场预期加息概率高达90%以上,美联储基本上都实施了提高利率的措施。
以下为大田环球林幽沃对美联储8月会议纪要的总结:
1,通胀预期:在目前美国经济数据强劲的情况下,委员们都一致认为未来通胀能够稳定2%或至2%以上的水平,算是完成当初订立的目标。
2,经济环境:由于贸易分歧以及新兴市场下行风险的缘故,委员们下调对美国下半年的经济数据预期,但对本土经济复苏依然保持信心。
3,加息预期:有部分委员认为当前利率水平已经接近中性水平,意思则是认为加息即将面临结束,货币环境从“宽松”时代结束。
从以上三点来看,当前利率水平已经接近美联储委员们的目标,相信加息有可能在2020年前结束,即达到3%-3.5%基准利率区间,美联储本次加息周期就有可能随时结束。
目前美联储正在为9月利率决议暖场,由于在本次加息周期内第一次选择在9月实施加息的措施,市场炒作美元升值的气氛可能会较激烈,导致美元再度创出新高,而非美货币以及商品等可能会结束本轮反弹,再度陷入美元的掌握之中。
林幽沃简介:
从事外汇、证券等不同金融产品交易多年,具备成熟的交易系统,能够精准追踪主力资金动向,把握行情变化节点与走势,对国际形势及地缘政治变化有较为敏锐的触觉。将多年外汇交易手法运用至贵金属操作当中,擅长为广大投资者提供环球股市信息与国际汇率的走势。
本文来源: 大田环球贵金属
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